Articles tagged with 'client'

Clients dissatisfied with advisers

26 August 2008 | Regular contact vital in volatile markets.

26 August 2008 | Regular contact vital in volatile markets.

6 August 2008 | New website provides suite of administrative financial advice tools.

31 August 2000 | Can planners survive the breakdown of a couple’s marriage and keep both spouses as clients? Jason Spits investigates.

TradeTech Australia 2009
29 January 2009 | The Westin, Sydney
Financial Advisor Roadshow - Brisbane
16 February 2009 | 16-17 February 2009, Novotel Brisbane
Lonsec Annual Roadshow 2009 - Adelaide
18 February 2009 | Adelaide - Sebel Playford
Lonsec Annual Roadshow 2009 - Perth
19 February 2009 | Perth - Crowne Plaza
Asset Allocation Summit
23 February 2009 | Star City Hotel, Sydney

Super Regulation Should superannuation funds be compelled to suspend advertising capable of persuading uninformed investors to crystallise losses?

The poll is closed.